Who We Are

PlanTools LLC was established in 2002 offering the market its flagship risk management product that provides an integrated investment policy statement with a quarterly investment monitoring and selection report. In 2009, the company was acquired by Fiduciary Risk Assessment LLC (“FRA”), a consulting company and PlanTools parent company.

What We do

PlanTools is a cloud based Software as a Service company specializing in custom built and retail web-based solutions that primarily services the financial services market. FRA is the consulting arm.

Amanda

GET CONNECTED

Want more information about our technology solutions or consulting services? Fill out the form below for a team member to contact out.

Times listed are in Eastern Standard Time

Monday-Friday: 8am to 6pm

Saturday - Sunday: Closed

Captcha failed

Fiduciary Risk Assessment LLC is the consulting arm and parent company of PlanTools, LLC. PlanTools™ is a cloud based software-as-a-service company specializing in custom built and retail web-based financial solutions.